Client Onboarding Specialist

Armanino Pacific LLC; Cebu City; On-site; PHP 260,000 - 380,000; Full time

Job summary

Armanino Pacific LLC is seeking a Client Onboarding Specialist to translate engagement letters into actionable onboarding plans and coordinate setup across internal teams. You will manage checklists, track dependencies, and ensure accurate data in systems while supporting timely responses to onboarding questions.

The role requires collaboration across client service, operations, and system teams. The ideal candidate has a Bachelor's degree and 2+ years of relevant experience, plus proficiency

Qualifications

• Bachelor's degree in a relevant field preferred.
• Minimum 2+ years of relevant work experience.
• Experience working in multiple software systems daily.
• Experience working cross-functionally with internal resources and multiple business units.
• Ability to manage several projects simultaneously in a fast-paced environment.
• Customer onboarding and professional services experience preferred.

Responsibilities

• Support the Project Manager or Client Lead in translating the engagement letter, agreed scope, and onboarding requirements into a clear onboarding checklist and actionable setup activities.
• Actively maintain and coordinate the onboarding checklist, track open items and dependencies, and follow up with responsible parties to keep onboarding activities moving toward engagement readiness.
• Coordinate with internal client service, operations, and system teams to obtain required information, resolve setup needs, and support timely responses to onboarding questions.
• Ensure required engagement documents, key contract information, setup requirements, and supporting data are complete, accurate, captured, and maintained in the appropriate internal systems.
• Create and coordinate customer and project setup and administer required users and access in applicable internal systems based on approved engagement requirements.
• Identify onboarding roadblocks, investigate root causes and dependencies, coordinate with the appropriate teams, and provide the Project Manager or Client Lead with timely status updates and recommended next steps or resolutions.
• Provide the Project Manager or Client Lead with visibility into onboarding readiness, outstanding items, risks, and decisions needed before the engagement transitions into ongoing service delivery.
• Export, review, update, transform, and import onboarding data as needed, and perform checks to help ensure system and setup information is accurate and complete.
• Create and maintain onboarding procedures, checklists, status tracking, and supporting documentation to promote a consistent and effective onboarding experience.
• Recommend and support process or system enhancements that improve onboarding timeliness, quality, controls, communication, and overall engagement readiness.

Skills

Project management

Cross-functional collaboration

Multi-tasking

Communication

Customer onboarding

Education

Bachelor's degree in a relevant field

Job description

Client Onboarding Specialist

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Client Onboarding Specialist Armanino is proud to be among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Support the Project Manager or Client Lead in translating the engagement letter, agreed scope, and onboarding requirements into a clear onboarding checklist and actionable setup activities.
• Actively maintain and coordinate the onboarding checklist, track open items and dependencies, and follow up with responsible parties to keep onboarding activities moving toward engagement readiness.
• Coordinate with internal client service, operations, and system teams to obtain required information, resolve setup needs, and support timely responses to onboarding questions.
• Ensure required engagement documents, key contract information, setup requirements, and supporting data are complete, accurate, captured, and maintained in the appropriate internal systems.
• Create and coordinate customer and project setup and administer required users and access in applicable internal systems based on approved engagement requirements.
• Identify onboarding roadblocks, investigate root causes and dependencies, coordinate with the appropriate teams, and provide the Project Manager or Client Lead with timely status updates and recommended next steps or resolutions.
• Provide the Project Manager or Client Lead with visibility into onboarding readiness, outstanding items, risks, and decisions needed before the engagement transitions into ongoing service delivery.
• Export, review, update, transform, and import onboarding data as needed, and perform checks to help ensure system and setup information is accurate and complete.
• Create and maintain onboarding procedures, checklists, status tracking, and supporting documentation to promote a consistent and effective onboarding experience.
• Recommend and support process or system enhancements that improve onboarding timeliness, quality, controls, communication, and overall engagement readiness.

Requirements

• Bachelor's degree in a relevant field preferred.
• Minimum 2+ years of relevant work experience.
• Experience working in multiple software systems daily.
• Experience working cross-functionally with internal resources and multiple business units.
• Ability to manage several projects simultaneously in a fast-paced environment.
• Customer onboarding and professional services experience preferred.

About Armanino

“Armanino” is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino Pacific is an equal opportunity employer. In compliance with Philippine labor laws, we ensure that all qualified applicants receive equal consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or marital status.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.